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Dana Investment Advisors’s EastGroup Properties EGP Stock Holding History

Dana Investment Advisors’s Portfolio EGP Stock Details EGP Fund Activity
Bought
Maintained
Sold
Quarter Market Value Status Shares Change in
Stake 		Trade Value Portfolio Weight Portfolio Position
2020
Q4 		– Sell
-10,818
Closed -$1.4M – 304
2020
Q3 		$1.4M Sell
10,818
-995
-8% -$128K 0.08% 156
2020
Q2 		$1.4M Sell
11,813
-1,061
-8% -$117K 0.08% 162
2020
Q1 		$1.34M Sell
12,874
-4,143
-24% -$523K 0.08% 136
2019
Q4 		$2.26M Sell
17,017
-3,190
-16% -$419K 0.11% 115
2019
Q3 		$2.53M Sell
20,207
-850
-4% -$104K 0.13% 105
2019
Q2 		$2.44M Buy
21,057
+595
+3% +$67.3K 0.12% 113
2019
Q1 		$2.28M Buy
+20,462
New +$2.12M 0.11% 128

Other funds holding EGP

BlackRock
BlackRock New York $5.72T AUM 30.48% 1-Year Est. Return
Vanguard Group
Vanguard Group Malvern, Pennsylvania $6.9T AUM 27.45% 1-Year Est. Return
T. Rowe Price Associates
T. Rowe Price Associates Baltimore, Maryland $865B AUM 30.76% 1-Year Est. Return
JP Morgan Chase
JP Morgan Chase New York $1.56T AUM 27.86% 1-Year Est. Return
State Street
State Street Boston, Massachusetts $2.9T AUM 29.55% 1-Year Est. Return
Deutsche Bank
Deutsche Bank Frankfurt Am Main Ge, Germany $303B AUM 30.15% 1-Year Est. Return
Brown Advisory
Brown Advisory Baltimore, Maryland $60.9B AUM 15.24% 1-Year Est. Return
Northern Trust
Northern Trust Chicago, Illinois $757B AUM 28.64% 1-Year Est. Return
Dimensional Fund Advisors
Dimensional Fund Advisors Austin, Texas $481B AUM 30.42% 1-Year Est. Return
Geode Capital Management
Geode Capital Management Boston, Massachusetts $1.61T AUM 30.72% 1-Year Est. Return

Dana Investment Advisors's EGP Position: Q4 2020 in Review

Dana Investment Advisors sold out of EastGroup Properties (EGP) in Q4 2020, closing a stake of 10,818 shares — an estimated $1.4M sold.

Dana Investment Advisors first reported a position in EGP in Q1 2019 and held it in 7 quarters. The position peaked at $2.53M in Q3 2019. 313 funds tracked by Wall St. Rank hold EGP as of Q4 2020.

  • Dana Investment Advisors reported no remaining EastGroup Properties position as of Q4 2020 after selling out during the quarter.
  • Dana Investment Advisors sold 10,818 EastGroup Properties shares in Q4 2020, an estimated $1.4M.
  • Dana Investment Advisors first reported a position in EastGroup Properties in Q1 2019 and held it in 7 quarters.
  • Dana Investment Advisors's EastGroup Properties position peaked at $2.53M in Q3 2019.
  • 313 funds tracked by Wall St. Rank held EastGroup Properties as of Q4 2020.

Based on Dana Investment Advisors's 13F filing for Q4 2020, filed 11 Feb 2021.